Purchases and Sales Made in Q1 2023 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q1 2023. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
5.9K+ 10.89% |
$525K - $668K
|
60.1K
$5.95M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5.8K+ 318.22% |
$516K - $656K
|
7.62K
$754K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
5.74K+ 96.83% |
$511K - $650K
|
11.7K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
5.64K+ 3.02% |
$502K - $639K
|
193K
$19.1M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
5.62K+ 17.6% |
$500K - $636K
|
37.6K
$3.71M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.58K+ 25.7% |
$497K - $632K
|
27.3K
$2.7M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
5.55K+ 18.55% |
$494K - $629K
|
35.5K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.52K+ 3.8% |
$491K - $625K
|
151K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.52K+ 9.82% |
$491K - $625K
|
61.7K
$6.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
BUY
|
- |
5.48K+ 36.89% |
$488K - $621K
|
20.3K
$2.01M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.48K+ 45.83% |
$488K - $621K
|
17.4K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5.47K+ 18.95% |
$487K - $619K
|
34.3K
$3.4M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.46KNew |
$486K - $618K
|
5.46K
$540K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
5.4K+ 160.38% |
$481K - $611K
|
8.77K
$867K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.39K+ 32.81% |
$480K - $610K
|
21.8K
$2.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
BUY
|
- |
5.32K+ 3.9% |
$473K - $602K
|
142K
$14M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
5.31K+ 25.27% |
$473K - $601K
|
26.3K
$2.61M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.29K+ 0.49% |
$471K - $599K
|
1.08M
$107M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.27K+ 8.25% |
$469K - $597K
|
69.2K
$6.84M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
5.26K+ 4.58% |
$468K - $596K
|
120K
$11.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.22K+ 6.67% |
$464K - $591K
|
83.5K
$8.26M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
5.2KNew |
$463K - $589K
|
5.2K
$514K
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
5.17K+ 0.63% |
$460K - $585K
|
823K
$81.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.16K+ 10.27% |
$459K - $584K
|
55.4K
$5.49M
|
|
|
Apr 17, 2023
Q1 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
5.15K+ 51.09% |
$459K - $583K
|
15.2K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
5.14K+ 2.07% |
$457K - $582K
|
254K
$25.1M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5.07K+ 23.55% |
$451K - $574K
|
26.6K
$2.63M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5.01K+ 74.32% |
$446K - $567K
|
11.8K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
5K+ 35.71% |
$445K - $566K
|
19K
$1.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.99K+ 199.68% |
$444K - $565K
|
7.5K
$741K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
4.99K+ 3.05% |
$444K - $565K
|
169K
$16.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.98K+ 27.66% |
$443K - $564K
|
23K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.97K+ 6.01% |
$442K - $563K
|
87.6K
$8.67M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
4.89K+ 179.04% |
$435K - $553K
|
7.62K
$753K
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.88KNew |
$435K - $553K
|
4.88K
$483K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.85K+ 5.66% |
$432K - $549K
|
90.5K
$8.95M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.84K+ 8.95% |
$430K - $547K
|
58.9K
$5.83M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.83K+ 12.14% |
$430K - $547K
|
44.6K
$4.41M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.81K+ 26.52% |
$428K - $544K
|
22.9K
$2.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
4.78K+ 12.26% |
$425K - $541K
|
43.7K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.74KNew |
$422K - $537K
|
4.74K
$469K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.73K+ 4.41% |
$421K - $536K
|
112K
$11.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$418K - $532K
|
4.7K
$465K
|
|
|
Nov 13, 2023
Q1 2023
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
4.66K+ 4.87% |
$415K - $528K
|
100K
$9.93M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.66K+ 6.98% |
$415K - $528K
|
71.4K
$7.07M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
4.61K+ 1.79% |
$410K - $522K
|
261K
$25.9M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.57K+ 1.69% |
$407K - $518K
|
276K
$27.3M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.56K+ 7.2% |
$406K - $516K
|
67.9K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.55K+ 39.64% |
$405K - $516K
|
16K
$1.59M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
4.53K+ 151.13% |
$403K - $513K
|
7.53K
$745K
|